See the carriers, broker commissions and premiums for this plan.
It also shows filing history and funding margin. Your first month is $4.99.
See 3 contract rows with premium, retention and renewal dates. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See commissions and fees for 2 broker rows. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| STRATEBEN, INC. EIN 20-1643248 PLAN CONSULTANT | Consulting (general) Service code 16 | — | $78K |
| INTEGRA EMPLOYER HEALTH, LLC EIN 56-1392505 CONTRACT ADMINISTRATOR | Contract Administrator Service code 13 | — | $66K |
| MORGAN STANLEY EIN 26-4310632 NONE | Investment advisory (plan); Other fees; Other investment fees and expenses; Securities brokerage commissions and fees; Direct payment from the plan; Securities brokerage Service code 27 | — | $27K |
| RETIREMENT HORIZONS INC. EIN 76-0551734 NONE | Actuarial Service code 11 | — | $25K |
| CURTIS BLAKELY & CO INC. EIN 75-1545734 NONE | Accounting (including auditing) Service code 10 | — | $15K |
| PHCS EIN 04-3138814 PPO PROVIDER | Contract Administrator Service code 13 | — | $10K |
| SAGE ADVISORY SERVICES LTD EIN 74-2798841 NONE | Investment management fees paid directly by plan Service code 51 | — | $5K |
| WILKINS FINSTON LAW GROUP EIN 27-5546855 NONE | Legal Service code 29 | — | $2K |
| ABBEY CAPITAL FUNDS EIN 39-0281260 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other services Service code 15 | — | $0 |
| ALLIANZ INVESTORS EIN 06-1349805 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other services Service code 15 | — | $0 |
| INVESCO FUNDS EIN 58-2287224 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other services Service code 15 | — | $0 |
| LIBERTY FUNDS EIN 39-1657495 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other services Service code 15 | — | $0 |
| LOCORR FUNDS EIN 39-1982827 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other services Service code 15 | — | $0 |
| MORGAN STANLEY ADVISORS FUNDS EIN 36-3145972 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other services Service code 15 | — | $0 |
| MORGAN STANLEY BANK, N.A. EIN 36-3707380 NONE | Securities brokerage; Other commissions; Other services Service code 33 | — | $0 |
| OPPENHEIMER FUNDS MLP EIN 13-2527171 NONE | Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services Service code 15 | — | $0 |
| PIMCO FUNDS EIN 95-2632339 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees Service code 15 | — | $0 |
| PRUDENTIAL FUNDS EIN 22-3703799 NONE | Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees Service code 15 | — | $0 |
| THORNBURG FUNDS EIN 06-1158764 NONE | Recordkeeping fees; Other fees; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $0 |
| TOUCHSTONE FUNDS EIN 31-0487145 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees Service code 15 | — | $0 |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 205 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 129 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 334 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | UNITED OF OMAHA LIFE INSURANCE COMPANY | 334 | $231K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 334 | $231K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 334 | $231K |
| Prescription drug | UNITED AMERICAN INSURANCE COMPANY | 32 | $68K |
| Stop-loss / reinsurancereinsurance | NATIONAL UNION FIRE INSURANCE CO OF PITTSBURGH, PA | 217 | $489K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 334 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan is either richly funded or stuck with a bad rate.